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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	Asset Management One Tokyo, Japan	$35.9M	-$301K	5	0.17%	Reduced
202	Retirement Systems of Alabama Montgomery, Alabama	$35.9M	-$19.6M	4	0.17%	Reduced
203	HM Payson & Co Portland, Maine	$35.9M	+$109K	7	1.26%	Increased
204	Jane Street New York	$35.6M	-$22.1M	10	0.06%	Reduced
205	KBC Group Brussels, Belgium	$35.5M	-$12.7M	5	0.26%	Reduced
206	SCM Suvretta Capital Management New York	$35.2M	+$35.1M	1	0.91%	New
207	Becker Capital Management Portland, Oregon	$34.7M	+$4.35M	2	1.33%	Increased
208	Two Sigma Advisers New York	$34.7M	-$11.4M	6	0.09%	Reduced
209	Obermeyer Wealth Partners Aspen, Colorado	$34.7M	-$3.06M	2	3.21%	Reduced
210	First Manhattan New York	$33.3M	-$1.52M	5	0.18%	Reduced
211	CP Cumberland Partners Toronto, Ontario, Canada	$33.2M	+$6.96M	3	3.19%	Increased
212	Boston Trust Walden Boston, Massachusetts	$33M	+$299K	4	0.41%	Increased
213	Kornitzer Capital Management Shawnee Mission, Kansas	$32.7M	-$1.44M	5	0.6%	Reduced
214	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$32.3M	+$4.43M	2	21.85%	Increased
215	Castleark Management Chicago, Illinois	$32M	+$8.43M	1	1.31%	Increased
216	Homestead Advisers Arlington, Virginia	$31.9M	+$31.8M	1	0.64%	New
217	GD Grandfield & Dodd New York	$31.5M	+$12K	2	3.1%	Increased
218	Kayne Anderson Rudnick Investment Management Los Angeles, California	$29.8M	+$5.62M	5	0.16%	Increased
219	Madison Investment Holdings Madison, Wisconsin	$29.8M	+$6.25M	3	0.48%	Increased
220	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$29.6M	-$844K	10	0.43%	Reduced
221	CIM Corda Investment Management Houston, Texas	$29.3M	-$697K	1	3.21%	Reduced
222	ACM Academy Capital Management Waco, Texas	$28.9M	+$7.43M	1	6.46%	Increased
223	Nordea Investment Management Stockholm, Sweden	$28.8M	+$108K	3	0.06%	Increased
224	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$28.7M	+$2.56M	2	0.83%	Increased
225	BB&T Securities Richmond, Virginia	$28.5M	-$3.85M	6	0.26%	Reduced